IFAM
UBER icon

Institutional & Family Asset Management’s Uber UBER Stock Holding History

Institutional & Family Asset Management’s Portfolio UBER Stock Details UBER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$277K Buy
3,811
+262
+7% +$18.2K 0.04% 135
2024
Q1 		$273K Sell
3,549
-33
-0.9% -$2.37K 0.04% 132
2023
Q4 		$221K Sell
3,582
-47
-1% -$2.46K 0.04% 140
2023
Q3 		$167K Hold
3,629
– – 0.03% 149
2023
Q2 		$157K Sell
3,629
-82
-2% -$3.05K 0.03% 155
2023
Q1 		$118K Sell
3,711
-74
-2% -$2.35K 0.02% 160
2022
Q4 		$93.6K Hold
3,785
– – 0.02% 175
2022
Q3 		$100K Hold
3,785
– – 0.02% 169
2022
Q2 		$77K Sell
3,785
-376
-9% -$9.98K 0.01% 190
2022
Q1 		$148K Sell
4,161
-1,010
-20% -$36.3K 0.02% 165
2021
Q4 		$217K Sell
5,171
-1,890
-27% -$81.5K 0.03% 155
2021
Q3 		$316K Sell
7,061
-1,707
-19% -$74.6K 0.05% 146
2021
Q2 		$439K Buy
8,768
+1,907
+28% +$99.6K 0.07% 124
2021
Q1 		$374K Sell
6,861
-790
-10% -$44.1K 0.07% 141
2020
Q4 		$390K Buy
7,651
+1,464
+24% +$65.6K 0.08% 131
2020
Q3 		$226K Sell
6,187
-200
-3% -$6.6K 0.05% 154
2020
Q2 		$199K Sell
6,387
-1,941
-23% -$60.5K 0.04% 174
2020
Q1 		$233K Buy
8,328
+692
+9% +$22.8K 0.05% 136
2019
Q4 		$227K Buy
7,636
+7,142
+1,446% +$212K 0.05% 154
2019
Q3 		$15K Buy
494
+83
+20% +$3.12K ﹤0.01% 431
2019
Q2 		$19K Buy
+411
New +$17.4K ﹤0.01% 431

Other funds holding UBER

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PIF
Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Institutional & Family Asset Management's UBER Position: Q2 2024 in Review

Institutional & Family Asset Management increased its Uber (UBER) stake by 7.4% in Q2 2024, buying an estimated $18.2K and bringing the position to 3,811 shares worth $277K. The position accounts for 0.04% of the portfolio, ranked #135.

Institutional & Family Asset Management first reported a position in UBER in Q2 2019 and has held it in 21 quarters since. The position peaked at $439K in Q2 2021. 1,772 funds tracked by Wall St. Rank hold UBER as of Q2 2024.

  • Institutional & Family Asset Management held 3,811 shares of Uber worth $277K as of Q2 2024.
  • Institutional & Family Asset Management bought 262 Uber shares in Q2 2024, an estimated $18.2K.
  • Uber made up 0.04% of Institutional & Family Asset Management's portfolio in Q2 2024, its #135 holding.
  • Institutional & Family Asset Management first reported a position in Uber in Q2 2019 and has held it in 21 quarters since.
  • Institutional & Family Asset Management's Uber position peaked at $439K in Q2 2021.
  • 1,772 funds tracked by Wall St. Rank held Uber as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.